Money Management

The HSA Can Catapult Your Wealth Several years ago, I was floored when my health insurance premiums topped $500. Oh, for the good old days. Last year, I paid over $700 per month. Recently, I gingerly opened next year’s health insurance estimate to discover that in 2019, I’ll pay more than $800 per month. And my health insurance plan has a deductible of thousands of dollars. Which means that before the health insurance company pays a reasonable percent of my health care expenses, I shell out thousands of dollars. Here’s where the beauty of a Health Savings Account (HSA)...

What is Your Net Worth? Get Rich Step by Step-by-Step “Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” ~Ayn Rand The first step in creating a fitness and diet plan is to step on the scale. Nobody likes to get weighed, but you have to accept where you are right now, before proceeding to change. It’s how you keep track! This article instructs in how to identify your financial baseline. Simply put, net worth is the total of your financial worth on a particular day. Net...

Personal Capital Will Simplify Your Investing Everything You Need to Know About Personal Capital You must sign up for Personal Capital because of the free Personal Capital Dashboard! You may have seen the Personal Capital TV commercials. If they didn’t draw you in, then learn why this robo-advisor or automated investment advisor is a required tool for anyone who wants to maximize their wealth. This Personal Capital Review is a deep dive into their platform to see how it works and if it’s the right investment manager for you. Even if you don’t hire Personal Capital to manage your investment portfolio, you...

Quicken vs. Personal Capital: Which One Will Handle Your Money Better? The one thing that every successful person does is properly manage their finances. To help you make the best financial management software choice, read this Quicken vs. Personal Capital review. You’ll get an in depth look at the features of the free Personal Capital Dashboard and the paid Quicken program, along with pros and cons of both. I’ve used Quicken for decades and Personal Capital for less than three. Yet, when I was introduced to Personal Capital, I linked up my accounts (very quickly) and was blown away...

Where to Invest in an Overvalued Market? The market crashed almost ten years ago and has been rising ever since. This is awesome if you’ve participated in the climb. But, there’s a problem, with assets climbing for 10 years, it’s tough to find decent and well valued investments. Enjoy a few of my recent articles on InvestorPlace and U.S. News and World Report about finding gems in an overvalued market as well as tips about how to value the markets. Get investment ideas in my recent article from InvestorPlace. 5 Places to Invest in a Frothy Market These 5...

Financial Spring Cleaning How to with Gloria Martinez, founder, WomenLed.org Winter’s giving way to spring and warmer weather, which means the holidays and tax season are in the rear view mirror. It’s time to look ahead to vacation and all the activities that make summer so much fun. You’ll want to be ready for it all, so take time now to do a little financial spring cleaning. Make sure your records and resources are in good order and ready for whatever comes along. Spring is a time of renewal, when you clear out the excess and determine what you...

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I am a portfolio manager, former university finance instructor, and successful investor committed to sharing my personal finance expertise with you. I am not a licensed financial advisor. Please do not construe the suggestions on this website as recommendations for your personal situation. For any individual financial advice please seek your own licensed and/or registered personal financial adviser or CPA. Per FTC guidelines, this website may be compensated by companies mentioned through advertising, affiliate programs or otherwise.